Workflow
Lilly(LLY)
icon
Search documents
Pharmaceutical Stocks: Valuations And Pipelines Are Only Beginning To Be Appreciated
Seeking Alpha· 2025-10-03 20:20
I wrote back in January that I believed the drug stocks would outperform the general stock market for the first time in years in 2025 . The rationale was quite simple-valuations were conservative yetAnalyst’s Disclosure:I/we have a beneficial long position in the shares of LLY, AZN, NVO, PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business re ...
Why Shares of Eli Lilly Soared This Week
Yahoo Finance· 2025-10-03 14:47
Key Points The company's multibillion-dollar investments in manufacturing in the U.S. are likely to be warmly welcomed by the Trump administration. Eli Lilly's management has already committed to taking action to lower pharmaceutical prices in the U.S. 10 stocks we like better than Eli Lilly › Shares in Eli Lilly (NYSE: LLY) had risen 13.2% in the week to Friday morning. The move comes at a time when peer Pfizer announced a deal with the Trump administration that gave that pharmaceutical company th ...
Analyst Explains Why Eli Lilly (LLY) GLP-1 Advantage is Decreasing
Yahoo Finance· 2025-10-03 13:38
We recently published 10 Stocks to Watch Ahead of Q3 Earnings Season. Eli Lilly and Company (NYSE:LLY) is one of the stocks that Wall Street analysts are discussing these days. Don Kaufman of TheoTrade said in a recent program on Schwab Network that Eli Lilly And Co (NYSE:LLY) edge in the GLP-1 drugs is thinning as “every” pharma company has the capacity to make drugs like GLP-1 treatments. “You know, one of the things I think people have to recognize about GLP1 and some of the drugs in the pipeline righ ...
Kernal Bio Joins Lilly Gateway Labs to Accelerate In Vivo Cell Therapies
Businesswire· 2025-10-03 13:00
BOSTON--(BUSINESS WIRE)-- #AI--Kernal Bio retains strategic independence, while gaining access to shared resources, operational support and Lilly's global network of experts. ...
Buy LLY Stock At $820?
Forbes· 2025-10-03 12:35
Core Insights - The pharmaceutical sector is undergoing a rerating as investors reassess the impact of tariffs and drug price cuts, leading to a rally in major pharma stocks, particularly Eli Lilly [3][4] - Eli Lilly is noted for its monopoly-like high margins and discounted valuation, making it an attractive investment despite a recent 13% stock increase [4][10] Financial Performance - Eli Lilly reported a revenue growth of 36.8% over the last twelve months (LTM) and an average growth of 23.4% over the past three years [10] - The company has demonstrated strong profitability with an operating cash flow margin of nearly 20.5% and an operating margin of 43.0% LTM [10] - Long-term profitability metrics show an average operating cash flow margin of approximately 17.8% and an operating margin of 35.6% over the last three years [10] - The stock is currently trading at a price-to-sales (P/S) multiple of 13.9, representing a 37% discount compared to one year ago [10] Market Position - Eli Lilly offers innovative pharmaceuticals globally, including treatments for cancer, rheumatoid arthritis, obesity, and autoimmune diseases [6] - The company’s pricing power and high margins contribute to consistent and predictable profits, which are favorable in the market [4] Investment Considerations - The High Quality Portfolio, which includes stocks with high cash flow margins and lower volatility, has outperformed its benchmark with returns exceeding 91% since inception [5] - Despite strong fundamentals, Eli Lilly has experienced significant declines in past market downturns, indicating susceptibility to market volatility [8]
Eli Lilly and Company (LLY) Gets Upgraded to a Buy by CFRA
Insider Monkey· 2025-10-03 10:27
Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for the anticipated surge in energy demand from AI [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the increasing need for electricity in the digital age [3][6] - It has a unique footprint in nuclear energy and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7] Group 3: Financial Position - The company is completely debt-free and has a cash reserve equal to nearly one-third of its market capitalization, providing a strong financial foundation [8] - It also holds a significant equity stake in another AI-related company, offering investors indirect exposure to multiple growth engines without high premiums [9] Group 4: Market Sentiment - There is growing interest from hedge funds in this company, which is considered undervalued and off-the-radar, trading at less than 7 times earnings excluding cash and investments [10] - The company is seen as a solid investment opportunity due to its real cash flows and critical infrastructure ownership, amidst a backdrop of rising AI demand [11] Group 5: Future Outlook - The future of AI is closely tied to energy infrastructure, and the company is well-positioned to capitalize on the upcoming AI energy boom and the onshoring trend driven by tariffs [14] - The influx of talent into the AI sector is expected to drive rapid advancements, making investments in AI a strategic move for future growth [12][13]
摩根士丹利将礼来标价下调至1023美元
Ge Long Hui· 2025-10-03 10:23
摩根士丹利:将礼来目标价从1028.00美元下调至1023.00美元。 ...
Why Eli Lilly Is The Lion's Share Of My Portfolio
Seeking Alpha· 2025-10-03 03:26
Group 1 - The stock of Eli Lilly (NYSE: LLY) has increased by 9% since the last analysis, indicating positive market momentum [1] - There is an expectation for broader healthcare momentum to build in 2026, suggesting potential growth opportunities in the sector [1] - The current price level is considered an optimal entry point for investors looking to capitalize on future growth [1]
Trump’s Market Mayhem: A Daily Dose of Dips and Delights
Stock Market News· 2025-10-02 18:00
Market Reactions to Tariff Announcements - President Trump announced a 100% tariff on all movies made outside the United States, aiming to rejuvenate the American film industry, which led to a decline in shares for Netflix and Warner Bros Discovery [2][3] - The immediate market reaction included Netflix shares dropping 1.4% and Warner Bros Discovery falling 0.6% on September 29, with previous tariff threats causing even larger declines [3] - Other sectors affected included home furnishings, with Williams-Sonoma and RH experiencing significant drops in share prices due to new tariffs on furniture and lumber [4] Impact on the Pharmaceutical Industry - The pharmaceutical sector faced a potential 100% tariff on branded drugs unless companies agreed to build manufacturing plants in the U.S. or reduce prices [6] - Pfizer secured a three-year reprieve from tariffs by committing to cut U.S. drug prices by up to 85%, resulting in a 6.8% surge in its stock price [7] - Other pharmaceutical companies, including Roche and Novartis, also saw stock gains following the Pfizer deal, indicating a positive market response to tariff negotiations [8][9] Agricultural Sector Developments - President Trump announced a meeting with Chinese President Xi Jinping to discuss agriculture, which is expected to be a major topic, particularly regarding soybean purchases [10] - Following hints of positive trade developments, soybean prices rebounded, with November soybeans rising 1.3% to $10.15 1/4 a bushel on October 1 [11] - The volatility in soybean prices reflects the market's sensitivity to trade news, with previous declines occurring after a lack of concrete outcomes from Trump-Xi communications [11] Regulatory Changes in Banking - The Trump administration is proposing significant changes to U.S. capital rules, aiming to reduce regulatory burdens on banks, which could lead to a decrease in capital requirements [12][13] - While large banks like JPMorgan Chase and Bank of America may face challenges from lower interest margins, the overall sentiment in the banking sector remains optimistic about potential deregulation [13] - Critics warn that these changes could leave the financial system vulnerable, estimating a potential $200 billion reduction in banking system capital [13] Overall Market Trends - Major indices, including the Dow Jones and S&P 500, have generally continued to rise despite the volatility caused by tariff announcements and trade negotiations [15] - The market is experiencing a "stagflation-lite" scenario, with predictions of higher inflation and unemployment linked to the ongoing tariff impacts [15] - Investors are left questioning the sustainability of market gains amid the unpredictable nature of presidential announcements and their effects on various sectors [16]
3 Blue Chip Stocks That Have Soared 380% (and Higher) Over the Past 5 Years
The Motley Fool· 2025-10-02 09:27
By investing in quality growth stocks, you can put yourself in an excellent position to earn a great return.Normally when you think about earning big returns from the stock market, you're likely to remember risky investments that ended up paying off. But by no means is that the only case. You can also invest in solid blue chip stocks which make for safe long-term buys, and attain some incredible returns.Three examples of this are Nvidia (NVDA 0.43%), Oracle (ORCL 3.00%), and Eli Lilly (LLY 8.24%). If you i ...